Gary Cepnick Email & Phone Number
Senior Wealth Planning Advisor @ GenCrest Capital Partners
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Gary Cepnick Location
- Greensboro, NC, US
Gary Cepnick Work
- 2013 -now Senior Wealth Planning Advisor @
- 2008 -2011 Partner and Director of Wealth Management Services @ Strategic Partners, LLC
- 2003 -2008 Managing Partner @ Eon Financial Consulting
Gary Cepnick Education
- St. John's University
Chartered Private Risk and Insurance Advisor - CPRIA (Risk analysis, risk management, insurance, and actuarial science.)
2017-2018 - Wayne State University
Journalism (Journalism)
1968-1969 - Lawrence Technological University
Engineering/Industrial Management (Engineering/Industrial Management)
1966-1967 - Center for Creative Leadership, Greensboro, NC
(Executive Leadership Development Program)
1988
Gary Cepnick Skills
- Estate Planning
- Financial Advisory
- Investment Strategies
- Securities
- Investments
- Investment Advisory
- Financial Services
- Wealth Management Services
- Family Office
- Asset Allocation
- High Net Worth Individuals
- Insurance
- Risk Assessment
- Risk Analysis
- Risk Management
- Finance
- Wealth
Gary Cepnick Summary
- Gary Cepnick, based in Greensboro, NC, US, is currently a Senior Wealth Planning Advisor at Hutchinson Family Offices. Gary Cepnick brings experience from previous roles at Strategic Partners, LLC and Eon Financial Consulting. Gary Cepnick holds a 2017 - 2018 Chartered Private Risk and Insurance Advisor - CPRIA in Risk analysis, risk management, insurance, and actuarial science. @ St. John's University. With a robust skill set that includes Estate Planning, Financial Advisory, Investment Strategies, Securities, Investments and more. Gary Cepnick has 2 emails and 1 mobile phone numbers on RocketReach.
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